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Guideline - New SaaS Software

Guideline Reviews in July 2026: User Ratings, Pros & Cons

Secure your financial future with Guideline.

2.9

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Guideline Reviews & Ratings

2.9

Good

Based on 12 ratings & 520 reviews

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Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terrible

(24)

Spotsaas Editor’s POV

Guideline provides a streamlined approach to 401(k) management for small businesses, making retirement planning accessible and straightforward. Its user-friendly platform simplifies compliance and administration tasks, ensuring peace of mind for both employers and employees.Read more

Guideline pros and cons

  • Affordable 401(k) solution

  • Simplifies plan administration

  • Comprehensive compliance management

  • User-friendly interface

  • Limited to 401(k) plans

  • Not suitable for large businesses

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Showing 101-110 out of 520

AU

Anonymous User

07/25/23

5 out of 5

"Guideline is easy to use"

What do you like best about Guideline? It was very easy for us to setup our account for the business. What do you dislike about Guideline?

MB

Matt B

07/25/23

4.5 out of 5

"Perfect option for Safe Harbor"

What do you like best about Guideline? Easy to adminster, integrated with payroll, and most importantly low-fee Vanguard funds. What do you dislike about Guideline?

KH

Kristopher H

07/25/23

5 out of 5

"The most integrated and easy to setup 401k option for QuickBooks online users"

What do you like best about Guideline? The process could not have been any easier and the direct integration with QBO means very little effort on our part to provide this benefit to our staff.

SD

Scott D

07/25/23

5 out of 5

"Easy to use, and very cost effective!"

What do you like best about Guideline? Far more affordable than other alternatives we looked into for our small business. Excellent customer service - I've gotten a response and resolution to any question I've ever had within a business day. Great to talk to real people!

AU

Anonymous User

07/25/23

4.5 out of 5

"No brainer for a small business"

What do you like best about Guideline? We were unsure of how to offer a 401k to our employees given that benefits providers either did not support our small size or were woefully expensive. Guideline was the answer - very reasonably priced, full-featured, and capable of administering a Safe Harbor 401k. I'm also a fan of their platform UX as a benefit receiver and administrator; sleek and easy to configure.

DR

Dana R

07/25/23

5 out of 5

"I love Guideline - it has made my life so much easier since switching from Voya"

What do you like best about Guideline? It intergrates with our payroll system perfectly. The biggest thing is that it allows employees to adjust their contributions and our paroll system automatically updates. This used to cause MAJOR problems with Voya. Every payroll cycle we used to have to log into a crazy outdated system, navigate to the right report, download it, compare to payroll data, it took 30+ minutes and still lead to mistakes. With Guideline it just works seamlessly. Onboarding ...

Read more

PC

Phil C

07/25/23

5 out of 5

"Great Company"

What do you like best about Guideline? I've been using guideline for about 5 years now. Very easy to use and integrates with other platforms that I use for payroll. What do you dislike about Guideline?

AU

Anonymous User

07/25/23

5 out of 5

"I love Guideline!"

What do you like best about Guideline? The way that it syncs with Gusto. I am speaking from an employer standpoint. What do you dislike about Guideline?

MB

Matt B

07/25/23

4.5 out of 5

"Perfect option for Safe Harbor"

What do you like best about Guideline? Easy to adminster, integrated with payroll, and most importantly low-fee Vanguard funds. What do you dislike about Guideline?

LT

Lauren T

07/25/23

4.5 out of 5

"Great Way to Easily Integrate Savings Plans Into Small Businesses"

What do you like best about Guideline? I love how easily Guideline integrates with Quickbooks, and how easy setting up an account is for individual users/employees.

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].